Abhijit  Naik

Abhijit Naik

MD, Morgan Stanley | ex-BofA, Merrill Lynch, Tech Consulting | Strategist |Global Thought Leader | Fin Tech, Wealth Management Technology | GCC Transformation | AI Trailblazer | Innovator | Commercial, Growth Mindset

Morgan Stanley

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Experience31+ Years
LevelCXO

Executive Overview

• Senior Technology C-Suite leader with deep expertise in wealth management platforms, finance technology, engineering, commercial strategy, and people leadership. • Strategic thought leader focused on building integrated, resilient organizations and purpose-driven Global Capability Centers (GCCs), anchored around three Centers of Excellence: Efficiency, Effective Business Value Creation, and Engineering, innovation Culture. • Proven transformational leader with a strong track record of delivering commercial solutions that align long-term strategy with immediate enterprise needs—driven by continuous innovation, modernization, and disciplined execution. • Recognized culture carrier and global leader in advancing firm-wide technology strategy and goals. • Member of the US-India Business Council (USIBC) AI Task Force and contributor to the NASSCOM AI Compendium. • Board Member, Ramdeobaba University (RBU), Nagpur, Maharashtra, India. • 3AI ACME 2025: AI Trailblazer Award winner. • Instrumental in helping organizations accelerate patent portfolios and earn multiple accolades in innovation and talent development. • Led award-winning talent acquisition and upskilling initiatives to build future-ready teams. Morgan Stanley | Since June 2016 Abhijit joined Morgan Stanley in 2016 and built a world-class GCC for Wealth Management Technology from the ground up. Today, this organization plays a critical role in shaping and executing global tech strategy and delivering business outcomes. He leads Wealth Management Technology in India, driving a unified, data-driven middle and back office that powers advisory, self-directed, and MS@Work channels. His teams have implemented advanced solutions across AI, GenAI, ML, analytics, cloud, big data, Adobe Analytics, and CRM. Under his leadership, the organization delivered multiple award-winning and patented products including Next Best Action, Genome, Leads Platform, Fraud Analytics, Cyber Analytics, and most recently AI@MS, Debrief, and a GenAI-integrated Contact Center—driving cost efficiencies and elevating service-to-sales transformation. His team has been pivotal in institutionalizing AI/ML and GenAI across the firm. Prior Roles Before Morgan Stanley, Abhijit held senior leadership roles at Merrill Lynch and Bank of America in Pennington, NJ, where he led strategic initiatives in goal-based wealth management, risk analytics, and the Merrill Edge financial planning suite. Earlier, he worked as a senior consultant advising Fortune 500 companies on digital strategy and enterprise solution implementation.

Career Timeline

Professional employment history
  • Jun 2016–Present· 10 yrs 3 mos
    • Managing DirectorCurrent
      2024–Present
    • Executive Director
      Jun 2016–2024
  • 2009–Apr 2016· 7 yrs 3 mos
    • Director, Wealth Management Technology
      Dec 2015–Apr 2016
    • Sr. Vice President
      2013–Dec 2015
    • Vice President, Program Management, Business Analysis
      2009–Dec 2012
  • Jul 2005–Dec 2008· 3 yrs 5 mos
    • Development Manager, AVP
      Jul 2005–Dec 2008
  • Dec 2000–Jun 2005· 4 yrs 6 mos
    • Senior Analyst, Systems
      Dec 2000–Jun 2005
  • May 1999–Dec 2000· 1 yr 7 mos
    • Senior Analyst, Systems
      May 1999–Dec 2000
  • Mar 1997–Apr 1999· 2 yrs 1 mo
    • Software Engineer
      Mar 1997–Apr 1999
  • May 1995–Feb 1997· 1 yr 9 mos
    • Software Engineer
      May 1995–Feb 1997

Education

BE - Bachelor of Engineering

Industrial Engineering

Shri Ramdeobaba Kamla Nehru Engineering College, Katol Road

B.E.

Industrial Engineering

Nagpur University

Executive Relationship Map

Reports To
Abhijit Naik
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer

Executive Network Preview

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Skills & Expertise

20 of 20 skills
Strategic LeadershipDecision-MakingTechnology LeadershipTeam LeadershipSoftware DeploymentGeneral ManagementTactical TrainingCOENegotiationBusiness InnovationStrategyCustomer AcquisitionStrategy ImplementationStrategic PartnershipsIT & Business Strategy AlignmentBusiness StrategyTechnological InnovationExecutive ManagementBusiness DevelopmentOrganizational Effectiveness